Client Support Specialist
Job Summary
As a Client Support Specialist, you will enhance relationships with high-net-worth clients by addressing complex service and investment needs. You will manage inbound inquiries and execute trades to drive customer loyalty and business development. This role is remote but requires residency within a 90-mile radius of the Greater Philadelphia area.
Responsibilities
- Manage inbound client inquiries
- Execute complex investment trades
- Support high-net-worth accounts
- Drive business development
Required Skills
- Series 7 license
- Financial services experience
- Consultative communication
- Problem resolution skills
Job Details
Job Responsibilities:
- Engage with high-net-worth clients via inbound calls to respond to inquiries and provide product/service guidance.
- Process specialized customer requests including options, equities, mutual funds, and fixed income trades.
- Drive business development opportunities and enhance customer loyalty.
Qualifications:
- Series 7 license required; Series 63 preferred (paid training provided).
- 2-3 years of experience in the financial services industry.
- Strong technological savvy and ability to learn new tools.
- Broad-based knowledge of general financial planning concepts.
- Proven customer service, client support, and problem-resolution skills.
- Ability to effectively influence others using consultative skills.